See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MAIN STREET RESEARCH LLC3+ years Filed as: MAIN LINE FINANCIAL ADVISORS, LLC Service code 27 211 EAST HIGH STREET · POTTSTOWN, PA 19464 | Advisory (Plan) | $15,822 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $8,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,431 | $63,299-9.3% | $91,001-36.9% | $62,292-7.8% |
| Participation rate | 37.1% | 73.3%-36.2pp | 75.6%-38.5pp | 69.5%-32.4pp |
| Annual return | 19.18% | 20.99%-1.8pp | 4.60%+14.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $861 | $1,807-52.4% | $2,456-64.9% | $2,042-57.9% |
| Participant deferral / active EE | $1,501 | $2,943-49.0% | $3,547-57.7% | $3,169-52.6% |
| Admin fee / account holder | $506 | $468+8.3% | $5,417-90.7% | $479+5.6% |